See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,252 | $102,616-5.2% | $81,983+18.6% | $158,922-38.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 24.60% | 61.04%-36.4pp | 41.31%-16.7pp | 302.83%-278.2pp |
| Employer contribution / active EE | $2,384 | $3,240-26.4% | $2,498-4.6% | $4,761-49.9% |
| Participant deferral / active EE | $5,044 | $4,648+8.5% | $3,722+35.5% | $5,982-15.7% |
| Admin fee / account holder | $296 | $8,235-96.4% | $5,664-94.8% | $11,246-97.4% |